Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,165,172
-$6,400,219 QoQ
Shares Held
186,032
-25.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#392
of 2,301 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ARGENT CAPITAL MANAGEMENT LLC holds $43,669,209 across 3 Capital Markets names. SCHW ranks #2 (39.3% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,165,172 | 186,032 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $23,565,391 | 250,749 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||